How Personal Financial Advisors can Eliminate Consumer Pain Points

Admin

Administrator

With 2020 now in full swing, it’s safe to say that we’re starting to feel the beginning of what may be a new era in the wealth management world. With the recent Charles Schwab and TD Ameritrade merger, in addition to the industry-wide decrease in margins and increase in fee compressions, personal financial advisors should be taking a step back and asking themselves, “What do my current and prospective clients need and want out of me as their advisor?

In order to answer this question, we must first understand the pain points of today’s consumers.

Consumer pain points and how advisors can bring their unique value proposition to the table:

Benjamin

We are excited to introduce you to Benjamin. Please fill out the information below and Benjamin will work to coordinate the meeting.

 



Benjamin

Looking to join a small dedicated team of technology enthusiast who want to find creative ways to automate the imperative tasks that financial advisors are faced with every day?

 



Benjamin

We are a rapidly growing company with 50 customers in search of a dynamic and energetic candidate to lead our marketing efforts and foster partner company relationships!

 



Benjamin

We are a rapidly growing company with 50 customers in search of a dynamic “rising star” sales leader to spearhead new business development!